529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
10 Best MBA Programs for Finance: Princeton Review
By Michael S. FischerFor advisors, an MBA can be a stepping stone to high-end wealth management or a leadership role.
July 09, 2025
15 Best Value Private Colleges and Universities: 2025The Princeton Review analyzed data on academics, costs, financial aid, student debt and graduates' salaries.
June 13, 2025
10 Industries College Grads Find Most Promising: 2025Three-fourths rate their career prospects as at least 7 on a 10-point scale, CFA Institute reported.
June 13, 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff LevineDespite misleading headlines, there is no practical limit on how much someone can contribute to a 529 account.
June 12, 2025
10 States With the Most International StudentsThese students contribute billions of dollars a year to state economies, Insider Higher Ed reports.
June 12, 2025
Treasury Weighs Rules That May End Colleges’ Tax Status Over Race PoliciesPrivate, nonprofit schools would no longer be tax exempt if they favor any racial groups in financial aid.
June 12, 2025
Lawmakers, CEOs Praise $1,000 401(k) ‘Trump Accounts’ for Babies in Tax BillTrump staged an event Monday to promote the tax-deferred investment accounts for newborns.
June 11, 2025
12 Most Educated States: 2025These states may be good places to find high-income clients.